Integrate Zuora to Recurly

Zuora is a subscription management tool that allows companies to manage every aspect of their subscription business and automate their customer lifecycles - all from a single platform. This allows businesses to keep up with fast-changing market strategies and maintain their ongoing subscriber relationships.

Popular Use Cases

Xplenty can extract any data that you need from Zuora. Here are some of our most popular use cases:

Payment Methods

Get details about any payments that were sent to Zuora accounting, including the payment date, amount, and any unique identifiers that are associated with it. This will help you create more detailed and accurate sales analytics.

Accounts

Retrieve data about any accounts that you have in Zuora - bank accounts, CRM, ERP - including the account’s name, ID, type, and description. Then, integrate this data with other endpoints to track income and expense details for each account. This will provide you with a more comprehensive understanding of your company’s overall performance.

Revenues

Automate even the most complex revenue processes and accurately account for all of your business costs in order to have comprehensive accounting and more accurate reporting, forecasting, and projections.

Subscriptions

Track which clients are subscribed to which plans, as well as when they subscribed, when they canceled, and how many users they are subscribed with. This field also allows you to track charges associated with those subscriptions so that you can monitor the revenue that they generate.

Transactions

Track all bank transactions that are captured by Zuora, including both payments that you have received and business expenses that you have paid. Then, use that data to gain a better understanding of your finances. Specifically, look at details gathered from those transactions - such as the bank account IDs, transaction dates, amounts paid, and type of transaction - to better understand your finances and see if any changes need to be made.

Popular Use Cases

Xplenty can extract any data that you need from Recurly. Here are some of our most popular use cases:

Subscriptions

Track data about the status of a customer’s subscription - recurring, new, canceled, etc., - and which plans they are subscribing to. This data can help demonstrate the success or failure of various subscription models and show the most popular time periods to subscribe.

Transactions

Retrieve data about any purchase or payment processed through Recurly, including the amount of the transaction, customer contact information and the status of the transaction i.e.,whether it is declined, voided, or successful. This data can then be used to provide analytics about the actual revenue being generated by your company.

Invoices

Gather all of the information related to an invoice that has been sent to a customer, including charges, refunds, credits and discounts. This field also includes the payment history for invoices, which can be used to track trends and help with predictive analysis.

Plans

Set up and detail the various plans that your subscriptions use. This field includes data about the plans - how much they costs, what the billing rates are, etc., - and also provides customer data about who is using what plans. This can assist in scoring leads and segmenting your customers by lifecycle stage.

Accounts

Store all of your data about a customer’s account, including contact information and billing history. You can also use this to track a customer’s current and historical subscription data, which can provide you with insights into your general business performance and help you determine which subscription plans are most profitable.

Why Our Customers Choose Xplenty

Ownership

We take ownership of your data pipelines. That means that our platform will ensure that your data continues to flow and that your pipelines won’t break - and, if they do break, it’s our problem, not yours. So rest easy knowing that Xplenty has got you covered.

Control

Xplenty offers you full flexibility when it comes to how much control you have over the process of data integration. That means that you choose exactly what data will be delivered, how it’s going to be delivered, and when.

Ease of Use

You don’t have to be tech-savvy to use Xplenty. There’s no code, no engineering and no need to worry about messing up your data delivery.

Reach

Data integration used to be the domain of IT, data developers and BI. Xplenty changes all of this, allowing every team within a company - marketing, sales, product, finance, HR, etc. - to use the platform to power their analytics and gain important business insights.